云计算ETF(159890)涨超2%，机构：科技板块布局时点或将到来

Group 1 - The AI computing power concept continues to rise, with companies like Kingsoft Office, NewEase, and Instech seeing over 4% gains, and the cloud computing ETF (159890) increasing by over 2% [1] - Multiple institutions believe that with the release of internal financial reports and the gradual resolution of external tariff disruptions, the timing for technology growth investments is approaching [2] - Recent domestic releases of large model products, such as DeepSeek's Prover-V2-671B with 671 billion parameters, are enhancing model training and deployment efficiency [2] Group 2 - Major US tech companies have reported earnings that exceeded expectations, further increasing capital expenditure in AI, which catalyzes the technology growth market [2] - Meta's Q1 2025 revenue and earnings per share significantly surpassed market expectations, with annual capital expenditure revised from $60 billion to a range of $64 billion to $72 billion [2] - Microsoft's Q3 2025 revenue, net profit, and earnings per share also exceeded expectations, driven by strong growth in its Azure cloud computing segment, which saw a 33% revenue increase, surpassing the market's 29% forecast [2] Group 3 - The cloud computing ETF (159890) tracks the CSI Cloud Computing and Big Data Theme Index, covering 50 listed companies involved in cloud computing services and related hardware [3] - The top ten weighted stocks in the ETF include iFlytek, Zhongke Shuguang, Kingsoft Office, and others, representing leaders in the AI industry chain [3] - Investors can use the cloud computing ETF (159890) to position themselves along the main line of artificial intelligence [3]